Compare OroCRM vs Insightly

You May Also Like

Featured products that are similar to the ones you selected below.

OroCRM

 0 ratings CRM

Insightly

 625 ratings CRM
View Listing View Listing

Crozscore

66%
what is this?
interest falling

Crozscore

86%
what is this?
no significant changes
OroCRM screenshot view 2 more Insightly screenshot

About OroCRM

OroCRM is an open-source Customer Relationship Management (CRM) platform developed with ultimate flexibility to meet any business need. The solution offers robust customer management tools, powerful reporting & analytics, and a list of complementary third-party integrations. Customers can deploy the solution in either a SaaS/cloud environment or in an on-premise setup. Whether a business is a large multi-national entity or a mid-sized retailer, OroCRM is the best solution for leveraging customer data, building relationships, and increasing sales.

About Insightly

Insightly is the preferred CRM platform for businesses of all sizes, worldwide. It is the #1 CRM for G-Suite and Microsoft Office 365. With more than 1.5 million users in more than 25,000 companies, Insightly CRM helps businesses in every industry build lasting customer relationships, deliver projects, and grow revenues faster. In 2018, Insightly was named a Gartner Peer Insights Customers’ Choice for Sales Force Automation (SFA).

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Summary

  • 360-degree view of your customer.

  • Unmatched flexibility and customizability.

  • Marketing segmentation engine.

  • Account, Lead, Opportunity, Campaign, and Case Management.

  • Powerful reporting engine.

  • Flexible workflows.

Summary

  • Relationships: Use relationship maps to identify the strongest relationships to any customer, track over time, and discover hidden connections.

  • Sales: Distribute leads to the right reps with automated lead capture and routing, manage opportunities in kanban view, and send tracked emails to prospects in a couple of clicks.

  • Projects: Convert won opportunities to projects without losing any data. Track milestones, manage processes, and integrate with external systems.

  • Business processes: Build and deploy custom applications with the Insightly platform across web and mobile in just a few minutes. Capture the data you need from customers or external systems and connect that information to existing records.

  • Mobile: Manage everything on the go with award winning mobile applications for both Android and iOS.

  • Integrations: Stay connected to the tools you already use, including Google Apps, Office 365, Slack, Mailchimp, etc.

Pricing

Open-Source

Free
Included in plan:
  • All Basic Features

Enterprise Edition

$295.00
5 user(s) / month
Included in plan:
  • Contact Us For More Information

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Yes - we offer guides, online training, videos, and more. Check out our website for more resources.

FAQs

    What are some applications this service is commonly used in tandem with?
  • Google Apps
    Office 365

  • What is this service generally used for?
  • Customer relationships management
    Sales management
    Project management

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • Who are the main user groups of this service?
  • Mid-sized businesses across different industries

  • Does this service offer guides, tutorials and or customer support?
  • Yes.

  • Does this service offer an API?
  • Yes.

  • Does this service integrate with any other apps?
  • Yes.

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
2012
Based in:
San Francisco
Employees:
51-200
Likes:
Followers:

Other

Who uses OroCRM
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
Languages:
English, German, French, Spanish
Regional Restrictions:
No restrictions.

Other

Who uses Insightly
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Italian, German, French, Spanish, Portuguese, Chinese
Regional Restrictions:
n/a

Add Software Products to Compare

Salesforce CRM

 34 ratings
CRM

Zendesk Sell

 53 ratings
CRM

Bigin by Zoho CRM

 14 ratings
CRM

Zoho CRM

 442 ratings
CRM

SAP CRM

 9 ratings
CRM

Gigya

 0 ratings
CRM

Pipedrive

 1062 ratings
CRM

Agile CRM

 471 ratings
CRM

Freshsales

 6 ratings
CRM

HoneyBook

 154 ratings
CRM

Streak

 4 ratings
CRM

Highrise

 2 ratings
CRM

EngageBay

 4 ratings
CRM

Vtiger

 40 ratings
CRM
Crozdesk Logo

Help is just a few clicks away...

Back to top